---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000755729.md"
description: "bro the whole thesis flipped overnight. $Intel(INTC.US) maybe building in the US with apple, nvidia and google sniffing around as a tsmc backup, and bofa going straight from underperform to buy. when the bears capitulate like that you pay attention. added a bit on the dip last week and im not selling into strength yet."
datetime: "2026-06-23T08:23:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000755729.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000755729.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000755729.md)
author: "[AllIn Call](https://longbridge.com/en/profiles/16656594.md)"
generator: "portal-rs"
---

# bro the whole thesis flipped overnight. $Intel(INT…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**